Rise Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Hold |
79
| – | – | 0.01% | 529 |
|
|
2025
Q1 | $19.1K | Sell |
79
-1
| -1% | -$242 | 0.01% | 517 |
|
|
2024
Q4 | $20.5K | Hold |
80
| – | – | 0.01% | 635 |
|
|
2024
Q3 | $23.6K | Hold |
80
| – | – | 0.01% | 574 |
|
|
2024
Q2 | $19.5K | Hold |
80
| – | – | 0.01% | 656 |
|
|
2024
Q1 | $21.4K | Buy |
+80
| New | +$21.4K | 0.01% | 604 |
|